Relationship Manager (Kolkata)

Relationship Manager (Kolkata)

02 Sep
|
Aditya Birla Sun Life Insurance
|
Kolkata

02 Sep

Aditya Birla Sun Life Insurance

Kolkata

Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a joint venture between the Aditya Birla Group, a respected Indian multinational conglomerate, and Sun Life Financial Inc., a leading international financial services organization based in Canada. Combining strong local market understanding with global insurance expertise, ABSLI focuses on providing comprehensive financial protection solutions to its customers. The company is recognized as one of the top private life insurance companies in India and has played a key role in shaping the life insurance industry.

ABSLI is known for pioneering initiatives such as the “Free Look Period,” Unit Linked Life Insurance plans, and monthly portfolio disclosures, setting important benchmarks for transparency and customer trust. Its diverse portfolio includes term plans, life stage products, health plans, and retirement plans that serve a wide range of customer needs.

Role Description The Relationship Manager role at ABSLI is a full-time, on-site position based in Kolkata.

The Relationship

Manager will be responsible for building and maintaining long-term relationships with customers, understanding their financial protection and investment needs, and recommending suitable life insurance solutions. Daily activities include meeting existing and potential policyholders, explaining product features, assisting with policy applications and servicing requests, and ensuring timely resolution of customer queries. The role also involves coordinating with internal teams for underwriting, claims, and policy administration,



tracking individual sales performance, and working towards assigned targets in a compliant and customer-centric manner.

The Relationship

Manager is expected to represent ABSLI professionally, uphold regulatory and company guidelines, and contribute to business growth through high-quality customer engagement.

Qualifications

- Customer relationship and service skills, including the ability to build trust, understand customer needs, and provide transparent guidance on life insurance and related products.
- Sales and business development capabilities, such as prospecting, negotiation, achieving targets, and maintaining a strong pipeline of potential clients.
- Communication and interpersonal skills, with proficiency in explaining financial concepts, active listening, and maintaining professional interactions in person and over phone or email.
- Organizational and administrative skills, including accurate documentation, follow-up on leads, policy servicing, and adherence to regulatory and internal compliance processes.
- Analytical and problem-solving skills to assess customer financial goals, identify suitable solutions, and address concerns effectively and ethically.
- Bachelor’s degree in business, finance, commerce, or a related field; a postgraduate qualification in management or finance is an advantage.
- Prior experience in life insurance, financial services, or customer-facing roles is preferred, especially in sales or relationship management.
- Comfort working with digital tools and CRM systems, and the ability to learn company platforms and processes quickly.
- Strong

📌 Relationship Manager (Kolkata)
🏢 Aditya Birla Sun Life Insurance
📍 Kolkata

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